See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,644 | $148,534-63.9% | $135,903-60.5% | $139,434-61.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,676 | $5,243-49.0% | $4,856-44.9% | $4,751-43.7% |
| Participant deferral / active EE | $4,622 | $8,100-42.9% | $7,758-40.4% | $6,710-31.1% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |